In this video, Ellen Cookman guides you through the complexities of A/B Splits in Trusts, a financial planning strategy often used after the death of a spouse. Originating as a taxoptimization method, A/B Splits have evolved into tools for control and legacy protection.

The video dives into the historical context, explains modernday uses, and offers a stepbystep demonstration for asset allocation. Aimed at offering comfort and clarity during a challenging life event, this resource aims to be both informative and emotionally supportive.

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